See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,800 | $49,227-13.1% | $70,449-39.2% | $79,858-46.4% |
| Participation rate | 96.3% | 69.2%+27.1pp | 75.1%+21.2pp | 69.6%+26.7pp |
| Annual return | 16.77% | 30.06%-13.3pp | 109.03%-92.3pp | 31.71%-14.9pp |
| Employer contribution / active EE | $513 | $2,099-75.6% | $2,737-81.3% | $2,471-79.2% |
| Participant deferral / active EE | $980 | $2,768-64.6% | $3,709-73.6% | $3,740-73.8% |
| Admin fee / account holder | $607 | $2,878-78.9% | $3,845-84.2% | $5,306-88.6% |